Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Enhance your career with this limited time 50% discount on Fabric and Power BI exams. Ends August 31st. Request your voucher.

Reply
Trijity
New Member

Excel - Connecting to PowerBI Data Source (fields not summarized)

Good afternoon all!

 

Brand spanking new to PowerBI and the first test case is exploring publishing datasources and then connecting Excel to it.

 

Am having issues on the published source in Excel.

I cannot drag my measure values to the "Values" section:

Trijity_0-1680301135056.png

 

However, when I create my dataflow on the server I have the fields as currency and whole number:

Trijity_1-1680301293466.png

 

And in PowerBI before I publish to the server, in the model I have it set to "Sum" and I do see the sigma icon:

Trijity_2-1680301367384.pngTrijity_3-1680301377923.png

 

Any idea's on why when connecting this source to excel, I cannot put these values, into the "Values" of the pivot table?

 

Thanks for any responses!

 

 

 

 

1 ACCEPTED SOLUTION
Kieran_Ultra_23
Frequent Visitor

Hi @Trijity . Believe this is a common issue poeple run into. Hopefully this link will help you 

https://learn.microsoft.com/en-us/power-bi/collaborate-share/desktop-troubleshooting-analyze-in-exce... 

View solution in original post

2 REPLIES 2
Kieran_Ultra_23
Frequent Visitor

Hi @Trijity . Believe this is a common issue poeple run into. Hopefully this link will help you 

https://learn.microsoft.com/en-us/power-bi/collaborate-share/desktop-troubleshooting-analyze-in-exce... 

Thanks for setting on right path.

 

Following this short 3 min video I made my own measures table:

https://www.youtube.com/watch?v=pfUXvmcDWeo

 

The article you sent said that powerbi would recognize a sigma measure, but that excel pivot would not.

To counteract this I made my own measures table with specific X = sum() calculations. Then excel recognized these as measures.

Helpful resources

Announcements
July 2025 community update carousel

Fabric Community Update - July 2025

Find out what's new and trending in the Fabric community.

July PBI25 Carousel

Power BI Monthly Update - July 2025

Check out the July 2025 Power BI update to learn about new features.